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IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,023 managers (1,035 13F filers) reported a position in IWN shares at 2026-03-31, 47,767,403 shares in all. 71 filers opened a position and 70 filers sold out during the quarter.

Managers
1,023
13F filers
1,035
New
71
Added
299
Reduced
362
Sold out
70
Shares held by filers
47,767,403

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…21$4.11K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.19$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Destiny Wealth Partners, LLC21$3.98K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…19$3.6K<0.01%013F-HRTimeline
GGM Financial LLC19$3.6K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC17$3.29K<0.01%-1,17813F-HRTimeline
Millstone Evans Group, LLC16$3.03K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC15$2.84K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC15$2.84K<0.01%-1013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC15$2.72K<0.01%013F-HRTimeline
New Republic Capital, LLC14$2.66K<0.01%013F-HRTimeline
Accent Capital Management, LLC13$2.46K<0.01%new13F-HR/ATimeline
DecisionPoint Financial, LLC12$2.28K<0.01%-6613F-HRTimeline
VSM Wealth Advisory, LLC9$1.71K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC8$1.52K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc4$759<0.01%013F-HRTimeline
Kilter Group LLC4$759<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.4$759<0.01%013F-HRTimeline
Nemes Rush Group LLC4$758<0.01%013F-HRTimeline
Activest Wealth Management3$569<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$569<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1$190<0.01%013F-HRTimeline
TSFG, LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.